Parkwoods Wealth Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Parkwoods Wealth Partners’s Portfolio ITOT Stock Details ITOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.89M	Buy	17,613 +342	+2%	+$54.3K	0.46%	38
2026 Q1	$2.46M	Sell	17,271 -680	-4%	-$101K	0.6%	23
2025 Q4	$2.67M	Buy	17,951 +470	+3%	+$69.4K	0.79%	21
2025 Q3	$2.55M	Buy	+17,481	New	+$2.45M	0.87%	16

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Parkwoods Wealth Partners's ITOT Position: Q2 2026 in Review

Parkwoods Wealth Partners increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2% in Q2 2026, buying an estimated $54.3K and bringing the position to 17,613 shares worth $2.89M. The position accounts for 0.46% of the portfolio, ranked #38.

Parkwoods Wealth Partners first reported a position in ITOT in Q3 2025 and has held it in 4 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Parkwoods Wealth Partners held 17,613 shares of iShares Core S&P Total US Stock Market ETF worth $2.89M as of Q2 2026.
Parkwoods Wealth Partners bought 342 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $54.3K.
iShares Core S&P Total US Stock Market ETF made up 0.46% of Parkwoods Wealth Partners's portfolio in Q2 2026, its #38 holding.
Parkwoods Wealth Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2025 and has held it in 4 quarters since.
1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Parkwoods Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.